Jim Summers Email & Phone Number
Founder and CEO (Lead Advisor and Guide)
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Jim Summers Location
- Santa Ana, CA, US
Jim Summers Work
- Founder and CEO (Lead Advisor and Guide) @ Most Difficult Trail LLC (January 2026 - Present)
- Senior Family Office Advisor @ (December 1996 - December 2025)
- Partner @ Ronald Blue & Co. CPAs and Consultants, LLP (December 1996 - December 2023)
Jim Summers Education
- California Polytechnic State University-San Luis Obispo
BS (Accounting/Business Administration)
1980-1984
Jim Summers Skills
- Accounting
- Business Management
- Estate Planning
- Estate and Trust Administration/Settlement
- Family Office Management
- Financial Planning
- High Net Worth Individuals
- Income Tax
- Leadership
- Planning
- Small Business
- Strategic Planning
- Tax
- Tax Accounting
- Trusts
- Wealth Management and Counsel
Jim Summers Summary
- Jim Summers, based in Santa Ana, CA, US, is currently a Founder and CEO (Lead Advisor and Guide) at Most Difficult Trail LLC. Jim Summers brings experience from previous roles at Blue Trust and Ronald Blue & Co. CPAs and Consultants, LLP. Jim Summers holds a 1980 - 1984 BS in Accounting/Business Administration @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Accounting, Business Management, Estate Planning, Estate and Trust Administration/Settlement, Family Office Management and more. Jim Summers has 1 emails and 2 mobile phone numbers on RocketReach.
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